Guided Portfolio Updates2023-08-03T09:47:46+10:00

GUIDED PORTFOLIO UPDATES

HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:

  • Access to a very cost efficient and transparent mechanism to own direct shares or exchange traded funds,

  • The option to permanently exclude investments (companies) on ethical or other grounds,

  • Access to Entitlement Offers, Share Purchase Plans, Dividend Re-investment Plans, and voting rights, and

  • You’ll avoid the “black box” solution of Managed Funds that can be sub-optimal for tax management, can be more expensive to access active advice, and create a dependency on others.

August 2024

Reporting Season – Whitehaven Coal

August 22, 2024|

This morning, Whitehaven Coal (WHC) provided their full-year results following the transformational year in which they took ownership of two metallurgical coal mines from BHP. The HNW Growth Portfolio currently holds a [...]

Reporting Season – Medibank Private

August 22, 2024|

Medibank Private (MPL): This morning, Australia's largest health insurer reported its full-year 2024 results, which showed MPL's disciplined approach to volume growth, which was an excellent result overall from MPL. The HNW [...]

Reporting Season – Bapcor

August 21, 2024|

This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories and equipment provider, reported results that had no new surprises as they provided a trading update in May. The HNW Growth Portfolio has [...]

Reporting Season – The Lotteries Corp.

August 21, 2024|

The Lotteries Corp (TLC), Australia's largest lottery operator, released full year results for 2024 this morning, demonstrating that the house (and investors in TLC) always wins. The HNW Portfolios have [...]

Reporting Season – Lendlease

August 19, 2024|

Lendlease (LLC), the multinational construction and asset management company, reported their full year results for 2024. There were few surprises with the result pre-announced, along with their exit from international construction. [...]

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